Paul Adamo is a financial advisor with LPL Financial in Melville, NY, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes roles at American Portfolios Advisors, Equity Services, and National Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers comprehensive advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Gavin Moran is a financial advisor with Ameriprise in Hauppauge, NY, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Today's Business, Jones Beach State Park, Grant Wilfley Casting, and St. John's University. Ameriprise offers retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, using a centralized consulting team to provide non-discretionary, research-driven recommendations that incorporate tax efficiency and adaptive withdrawal strategies.

Jake Wayne is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. His prior roles include positions at Greystone and PricewaterhouseCoopers LLC. Outside of finance, he has worked with Taylormade Golf. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven process incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Faith Olsen is a CFP® professional with 39 years of industry experience, currently advising clients at LPL Financial since 2009. She holds the Series 63 designation and is based in Setauket, NY. Outside her advisory role, she manages investments through a family limited partnership. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a range of investment strategies supported by research and technology tools.

Anthony Zambri is a financial advisor at LPL Financial with six years of industry experience. He holds the Series 66 designation and previously worked at Ameriprise Financial Services Inc and Global Process Service and Investigations. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting over 22,800 advisors and managing more than $819 billion in discretionary assets.

Luis Marroquin Mejia is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he focuses on understanding clients' priorities to help them develop strategies aimed at achieving their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and emergency savings, and can facilitate access to Bank of America specialists in areas such as banking, credit, home financing, and small business solutions. Luis holds the Personal Investment Advisor (PIA) designation and earned his high school diploma from Lancaster High School. Fluent in both English and Spanish, he works closely with clients to discuss their goals and concerns, providing ongoing advice and support as their financial needs evolve.

Nicholas Massimo Jr. is a financial advisor with Equitable Advisors holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Liberty Moving and Storage, DoorDash, and Pennsylvania State University. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by providing financial planning, retirement plan consulting, and various asset-management programs. The firm’s approach involves assessing client risk tolerance and matching them to advisory models or discretionary managers, utilizing both proprietary and third-party solutions.

Stephen Grieco is a CFP® professional with 43 years of industry experience. He is currently with Osaic and has held previous positions at Mass Mutual Investors Services, Guardian Life Insurance Co. of America, and Home Life Insurance Company. Outside of advisory work, he is involved in insurance sales and is an owner/partner in MAGS, LLC. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs, utilizing sophisticated asset-allocation and portfolio management tools.

Dominic Privitera is a CFP® with 19 years of industry experience, currently affiliated with Cambridge Investment Research Advisors. He has worked at Cambridge Investment Research, Inc., LPL Financial, and Woodbury Financial Services, Inc. He is also the owner of Total Wealth Planning LLC and operates as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, and charitable organizations, providing financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm offers various investment implementation options, ranging from proprietary models to third-party strategies, with both discretionary and non-discretionary management tailored to client objectives.

Ryan Welsch is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked at PFS Investments Inc. since 2012 and Primerica Financial Services since 2011. In addition to his advisory role, he is a sales manager at Smart Energy Source, where he assists with operations and the sales and installation of solar panel systems. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of financial advisors and utilizes model-based strategies managed by unaffiliated asset managers.

Joseph Brancaleone is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, Prudential Insurance Company of America, Guardian Life Insurance Company of America, and Morgan Stanley. Outside of his advisory work, he serves as a FINRA arbitrator in dispute resolution. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, corporate, and charitable entities. The firm’s investment approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers a range of financial planning, consulting, and asset management services.

Brian Tucei is a financial advisor at Merrill with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Republic Bank and Citi. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Guy Nicosia is a CFP®-designated financial advisor with 35 years of industry experience. He has worked at OSAIC since 2024 and previously at LPL Financial and Royal Alliance, alongside a self-employed practice dating back to 1983. Outside of advisory services, he is a partner at Strategic Tax Planning Services, LLC, and president of Nicosia Management Corp. OSAIC serves a diverse client base including individual investors, pension plans, corporations, and charities through a large network of advisors. The firm offers integrated brokerage and advisory services supported by asset-allocation tools, efficient-frontier analysis, and access to third-party money managers and platforms.

Jarred Giordano is a financial advisor at Charles Schwab with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience at LPL Financial, Fidelity Investments, the Internal Revenue Service, Capital One, TD Bank, and JP Morgan Chase Bank. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and offers multi-asset model portfolios supported by in-house research and alternative investment due diligence.

John Hiz is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Wells Fargo Advisors LLC from 2009 to 2016 before joining Wells Fargo Clearing, where he has been since 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Brian Lanze is a financial advisor at Fidelity with 27 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes positions at J.P. Morgan Securities and J.P. Morgan Chase Bank NA. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Roger Brigati is a CFP® and CFA® with 23 years of industry experience, currently serving as a Wealth Advisor at J.P. Morgan Securities LLC since 2016. He holds Series 63 and Series 65 licenses and is based in Commack, NY. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing a process that combines quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advisory services through a select group of advisors and focuses on asset-based fee structures and internally approved investment options.

John Kuchmak is a Series 65-licensed financial advisor with Equitable Advisors, where he has worked since 1999, totaling 47 years in the industry including his prior tenure at AXA Advisors. He is also president of Kuchmak Asset Management, a health insurance sales and administration business. Equitable Advisors serves a wide range of clients including individuals, pension plans, corporations, and nonprofits, providing financial planning, retirement plan consulting, and various asset management programs through a network of Investment Adviser Representatives and third-party managers.

Justin Manfredo is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 17 years of industry experience, previously working at firms including Equity Services, National Life, Hornor Townsend & Kent, and Penn Mutual Life Insurance. He is the principal and founder of Life Legacy Concepts Inc., where he manages his own financial services practice. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, employing firm-approved software and collaborative planning processes.

Anthony Chiarelli is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2004. He holds Series 63 and Series 65 licenses. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm delivers advisory services alongside brokerage, distribution, and investment management capabilities.